Kestra Private Wealth Services, LLC Dimensional ETF Tr Us Marketwi Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
741Shares Held
279MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
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Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
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Savant Capital, LLC16.7MShares$747 Million4.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$644 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.1MShares$453 Million0.56% of portfolio